The Memo by Howard Marks
by Oaktree Capital Management
Latest episode
Shall We Repeal the Laws of Economics – Part III
Shall We Repeal the Laws of Economics – Part III
About this podcast
On October 12, 1990, Oaktree Co-Chairman Howard Marks published his first memo to clients. In the decades since, he has periodically released memos reflecting his viewpoint on the investment landscape, as well as more general business insights. On this podcast we'll hear the latest memos by Howard, released in tandem with or shortly after their publication.
Episodes
The newest 20 of 78 episodes
- Shall We Repeal the Laws of Economics – Part III · 27 min · Episode 79In his latest memo, Howard Marks discusses recent attempts to rein in long-dated government bond yields. He affirms that the only sustainable solution is responding to the…
- What's Going on in Private Credit? · 39 min · Episode 78In his latest memo, Howard Marks discusses the evolution of the sub-investment grade credit market from its beginnings in the 1970s to its present state. He focuses on the rise…
- Reflections on Oaktree Conference 2026 with Howard Marks · 33 min · Episode 77In this special episode of The Insight: Conversations, Howard Marks shares his reflections on themes from Oaktree’s recent client conference, including the evolution of the…
- AI Hurtles Ahead · 46 min · Episode 76In his latest memo – occasioned by massive changes he cites in just the 11 weeks since the last one – Howard Marks revisits the subject of AI, providing his observations on its…
- Cockroaches in the Coal Mine · 24 min · Episode 74Howard Marks's Memo "Cockroaches in the Coal Mine"
- 35 Years of Memos · 31 min · Episode 72Howard Marks Celebrates 35 Years of Memos with a Fireside Chat
- More on Repealing the Laws of Economics · 40 min · Episode 70Howard Marks's Memo, "More on Repealing the Laws of Economics"
- 30 Years of Oaktree · 22 min · Episode 69Oaktree's cofounders - Howard Marks, Bruce Karsh, and Sheldon Stone - share stories about the firm's origins
- Ruminating on Asset Allocation · 27 min · Episode 64Howard Marks's Memo "Ruminating on Asset Allocation"
- Shall We Repeal The Laws of Economics? · 55 min · Episode 63Howard Marks's Memo "Shall We Repeal The Laws of Economics"
- Behind The Memo: The Impact of Debt with Howard Marks and Morgan Housel · 39 min · Episode 62Oaktree's Howard Marks and Author Morgan Housel Discuss "The Impact of Debt"
- Behind the Memo: The Indispensability of Risk with Howard Marks, Bruce Karsh, and Maurice Ashley · 32 min · Episode 60Oaktree's Howard Marks and Bruce Karsh Discuss "The Indispensability of Risk" with Chess Grandmaster Maurice Ashley
